Just the features you need

To deliver an uncomplicated alternative to traditional CRMs

Visualize your sales pipeline

sales pipeline, pipeline management, sales funnel

Stages & leads

In the pipeline view, leads are represented by cards and stages by columns. This view, inspired by Kanban boards, allows you to see all the leads and their current stage at a glance.

Filters & Pipelines

Create multiple pipelines so that you can track different aspects of your business process. Filter leads in a pipeline by users, products, sources, zones, contacts or any combination of the above.

Quick actions

A number of actions can be accomplished from the pipeline view itself, such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage.

Collaborate with your team

Todo Lists

track sales, sales goals
Every lead has a todo list. Add meetings, calls, emails and tasks with their date and time to a lead. Keep track of what is done by marking these as done when they are completed.

Notes

tracking sales, meeting notes, meeting summary
Add notes to lead such as the minutes of a meeting or information you wish to share with your team. Enable easy sharing of important information regarding the lead through the entire organization.

Custom Fields

Lead Management, Lead Tracking, lead value
Attach additional attributes to the lead such as a product ID, type of lead or any other attribute. Enable easy sharing of important information regarding the lead through the entire organization.

Notifications

sales reminders, lead reminders, sales notifications
Get web and email notifications of activities related to leads assigned to you. Follow leads to get notifications. Set your notification setting to follow everything to keep track of all the leads.

Document & File Storage

sales document storage, upload sales contracts
Attach files to the leads. Upload documents, presentations, spreadsheets, signed contracts and any other file related to the lead and retrieve them quickly. Never hunt for a particular email in your mailbox or file on your desktop again.

Daily Activity Snapshot

track sales team, sales tracking
Daily activity snapshots displays a comprehensive list of all activities for any particular day, for each or all members. Don't waste time gathering status updates from team members.

Manage your contacts and organizations

Contacts & Organizations

Store contact and organization information for leads. Look up the contacts and organizations associated with a lead and the leads associated with a contact or organization.

Google Contacts Sync

sync google contacts, sync sales contacts
Contacts added to ClinchPad are automatically added to Google Contacts and vice versa. Updated contacts are synced based on the most recently updated version.

Bulk Import

bulk import sales leads, upload sales contacts
Don't manually type all your contacts. Bulk import your contacts from an CSV file, an Excel spreadsheet or Google Contacts.

Manage your contacts and organizations

track sales contacts, track sales leads

Contacts & Organizations

Store contact and organization information for leads. Look up the contacts and organizations associated with a lead and the leads associated with a contact or organization.
sync google contacts, sync sales contacts

Google Contacts Sync

Contacts added to ClinchPad are automatically added to Google Contacts and vice versa. Updated contacts are synced based on the most recently updated version.
bulk import sales leads, upload sales contacts

Bulk Import

Don't manually type all your contacts. Bulk import your contacts from an CSV file, an Excel spreadsheet or Google Contacts.

Categorize your leads by products, sources and zones

Products

track deal value in pipeline
Create a list of products and services that you offer and attach them to your leads. Sort and track your leads on products to understand which products are working best for your business.

Todo Lists

track lead source, sources of sales leads
Every lead has a todo list. Add meetings, calls, emails and tasks with their date and time to a lead. Keep track of what is done by marking these as done when they are completed.

Zones

track lead zones, identify sales areas, sales regions
Divide your leads into different geographical zones to identify the demographics of your customers. Track the zones that perform the best and identify the zones that need more effort.

Categorize your leads by products, sources and zones

track deal value in pipeline

Products

Create a list of products and services that you offer and attach them to your leads. Sort and track your leads on products to understand which products are working best for your business.

Sources

Group leads based on their sources to quantify the leads generated from different channels. Get insight into which sources provide leads that convert the best.
track lead source, sources of sales leads
track lead zones, identify sales areas, sales regions

Zones

Divide your leads into different geographical zones to identify the demographics of your customers. Track the zones that perform the best and identify the zones that need more effort.

Attach emails to leads

sync gmail for sales, sync sales email, track sales emails

Gmail

Integrate your Gmail mailbox with ClinchPad. Any e-mails sent or received whose recipients or senders match a contact added to a lead will be attached to the lead. If the email has an attachment or attachments, they will be automatically added to the files of the lead.
sync sales email, track sales emails, maildrop for sales

Maildrop

A maildrop is an e-mail address associated with a lead. Forward or CC the e-mail address and the e-mail will be attached to the lead. If the email has an attachment or attachments, they will automatically be added to the files of the lead.

Integrate your Google Apps

sync gmail for leads, sync leads email, track leads in email

Gmail

Integrate your Gmail account so that relevant emails are automatically matched and attached to leads.
sync google calender for sales, sales meeting reminders

Google Calendar

Integrate your Google Calendar account so that todos are automatically added to your calendar.
sync google sales contacts, sales contact backup

Google Contacts

Integrate your Google Contacts account so that contacts are synced between Google Contacts and ClinchPad.
upload sales files from google drive, google drive for sales

Google Drive

Upload files directly from Google Drive into leads without needing to download it to your PC first.

Integrate your Google Apps

sync gmail for leads, sync leads email, track leads in email

Gmail

Integrate your Gmail account so that relevant emails are automatically matched and attached to leads.
upload sales files from google drive, google drive for sales

Google Calendar

Integrate your Google Calendar account so that todos are automatically added to your calendar.
sync google sales contacts, sales contact backup

Google Contacts

Integrate your Google Contacts account so that contacts are synced between Google Contacts and ClinchPad.
upload sales files from google drive, google drive for sales

Google Drive

Upload files directly from Google Drive into leads without needing to download it to your PC first.

Reports

sales pipeline, sales insights, sales reporting

Easy to process

Data is visualized with simple and easy to process bar and pie charts.

User Specific Reports

See user specific reports to analyze the performance of your team.

Preset Charts

Don't waste time setting up reports, choose from our growing list of charts.

Security and Reliability

secure sales data, sales data security

256 bit SSL security

We maintain bank-grade security. Data is fully encrypted using 256 bit SSL encryption. Our data resides in high-security access-controlled data centers
backup sales data, backup company sales

Data backups

We regularly back up your data to ensure that it is always safe and secure. You can depend on us.